Read this manager's filing book
Disclosed positions
Chesapeake Wealth Management: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- AGG
- Class
- CORE US AGGBD ET
- Reported value
- $20,001,382
- Reported amount
- 202,075
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001730383-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| ISHARES TR | AGG | CORE US AGGBD ET | $20,001,382 | 202,075 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $14,853,129 | 77,961 | SH | None |
| APPLE INC | AAPL | COM | $12,785,950 | 44,187 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $12,131,183 | 153,501 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $11,936,557 | 15,939 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $11,303,649 | 408,074 | SH | None |
| MICROSOFT CORP | MSFT | COM | $10,626,966 | 28,489 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $9,734,378 | 48,650 | SH | None |
| ISHARES TR | LQD | IBOXX INV CP ETF | $8,742,178 | 80,152 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $7,734,644 | 70,111 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $7,706,025 | 74,182 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $7,629,133 | 21,348 | SH | None |
| SPDR SERIES TRUST | SPMB | ST STR BACKE ETF | $7,103,503 | 318,400 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $6,552,933 | 181,371 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $6,459,156 | 133,371 | SH | None |
| DBX ETF TR | DBEF | XTRACK MSCI EAFE | $6,305,940 | 115,430 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $6,284,121 | 185,701 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $5,571,006 | 192,369 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $5,545,513 | 7,426 | SH | None |
| ISHARES TR | USHY | BROAD USD HIGH | $5,482,550 | 148,097 | SH | None |
| BROADCOM INC | AVGO | COM | $4,865,797 | 12,881 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,768,229 | 20,006 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $4,142,048 | 9,714 | SH | None |
| ELI LILLY & CO | LLY | COM | $3,635,471 | 3,031 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $3,633,268 | 114,578 | SH | None |
| ABBVIE INC | ABBV | COM | $3,612,794 | 14,357 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $3,495,211 | 65,197 | SH | None |
| SELECT SECTOR SPDR TR | XLI | ST STR INDL ETF | $3,285,979 | 17,740 | SH | None |
| SELECT SECTOR SPDR TR | XLC | ST STR SVC ETF | $3,233,290 | 30,181 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $3,229,536 | 10,749 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $3,152,957 | 6,301 | SH | None |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $3,089,219 | 133,559 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $3,024,217 | 19,061 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,999,978 | 9,165 | SH | None |
| SELECT SECTOR SPDR TR | XLY | ST STR DISCR ETF | $2,959,326 | 25,233 | SH | None |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $2,932,671 | 80,879 | SH | None |
| CISCO SYS INC | CSCO | COM | $2,910,071 | 24,775 | SH | None |
| CATERPILLAR INC | CAT | COM | $2,828,374 | 2,656 | SH | None |
| MCDONALDS CORP | MCD | COM | $2,778,786 | 10,280 | SH | None |
| META PLATFORMS INC | META | CL A | $2,658,164 | 4,719 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $2,636,412 | 12,612 | SH | None |
| WALMART INC | WMT | COM | $2,600,109 | 22,957 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $2,490,034 | 28,370 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $2,464,685 | 14,869 | SH | None |
| HOME DEPOT INC | HD | COM | $2,297,709 | 6,515 | SH | None |
| ORACLE CORP | ORCL | COM | $2,297,610 | 15,678 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $2,160,887 | 14,736 | SH | None |
| RTX CORPORATION | RTX | COM | $2,029,920 | 10,699 | SH | None |
| FLEXSHARES TR | TDTF | IBOXX 5YR TRGT | $1,979,969 | 83,297 | SH | None |
| KLA CORP | KLAC | COM NEW | $1,936,073 | 6,417 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.